SUPERCentral announces new course for advisers to confidently meet the needs of the inter-generational wealth transfer demand

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For advisers, there hasn’t been a better time to integrate estate planning into their practice as Australia enters the greatest period of inter-generational wealth transfer in history. The demand for

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13 Mar 2017

Electronic signatures: the cases have begun

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A director’s electronic signature placed on a guarantee without his knowledge led to court action by a company seeking recovery of a debt from the director personally. In Williams Group

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28 Feb 2017

Court holds non-lapsing BDBN not binding due to subsequent occurrence of disqualifying event: [2017] NSWSC 45

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An application by the Trustee of a public offer fund that a non-lapsing BDBN made by a member of the fund was not binding on the Trustee due to the

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17 Feb 2017

Can a Court override your right to decide whether or not to receive medical treatment?

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An individual can normally consent or refuse any medical treatment.  However, this right could be taken away by the Courts in some extreme circumstances. A Court’s ability to override the

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25 Jan 2017

Who should be the Appointer of a family trust?

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When completing an instruction form for arranging a new family trust for a client, it is very likely that the form will ask the question – Who do you want

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20 Jan 2017

Can a member still bring forward their non-concessional cap?

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The introduction of the new $1.6M cap has changed the game for members wanting to make contributions in advance – so-called ‘bring forward’ contributions. The legislation not only introduces eligibility

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17 Jan 2017

What is a ‘fixed trust’ and why do I need to know?

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Whether a trust is a fixed trust or not has significant taxation implications. In relation to tax losses, if the trust is not a fixed trust it will have more

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16 Jan 2017

Did you know that the terms of a Will can be changed – or even ignored?

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If the deceased’s Will conflicts with the family’s current circumstances or with the wishes of the beneficiaries they can take steps to change it. There are many reasons why such

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06 Dec 2016

The most important thing you (probably) didn’t know you could do with your Will

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Choosing the person who will take care of your children should you pass away before they are 18 is, for most, one of the most important decisions you will ever

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22 Nov 2016

The path to winding up an SMSF

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Winding up a SMSF may occur for a number of reasons but what needs to be done and what documents need to be prepared? There is a compliance/legal path to

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21 Nov 2016